Practical Guidance Rooted in 40+ Years of Experience With Small Business

​

Whether you are considering purchasing a business or preparing to sell one, the process involves far more than simply negotiating a price. Understanding the financial reality of the business is critical to making an informed decision. With over four decades of experience working closely with small business owners across a wide range of industries, I provide objective, seasoned guidance throughout the acquisition or sale process.

​

CPA Advisory Services

​

In my capacity as a Certified Public Accountant, I review business tax returns, financial statements, depreciation schedules, payroll filings, and books/records to help you understand:

​

• Historical profitability and cash flow trends

• Owner benefits and discretionary earnings

• Working capital needs

• Tax implications of asset vs. stock purchase structures

• Potential exposures or red flags in the financials and tax returns

• ​

This analysis supports your negotiations and helps you understand the true economic value of the business beyond what is shown in the listing materials or broker summaries.

​

Federal Tax Legal Counsel (When Needed)

​

If federal tax issues arise where attorney-client privilege is beneficial, I am also licensed as an attorney and can advise in that separate capacity limited to federal tax law matters.

This allows clients to receive strategic guidance in a confidential environment when the situation warrants it.

​

(Note: I do not maintain a state law practice in California and do not provide general business law services.)

​

Working With Business Brokers

​

Many buyers and sellers work through business brokers. I help clients understand:

​

• How brokers are compensated

• Where incentives may align—or conflict—with the client’s goals

• How to communicate and negotiate effectively

• What financial information to request—and how to interpret it

• ​

The goal is to ensure you remain fully informed and in control of your transaction, supported by objective and experienced professional judgment.

​

The Result

​

My role is to help you make a confident, financially sound decision—whether that means moving forward, negotiating terms, or choosing not to proceed.

​

If you are considering buying or selling a business and would like to discuss your situation, please contact me to schedule a consultation.